Acg Wealth Wisdomtree Floating Rate Treas Transaction History
Acg Wealth
- $437 Million
- Q3 2022
A detailed history of Acg Wealth transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Acg Wealth holds 45,390 shares of USFR stock, worth $2.29 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
45,390
Previous 45,384
0.01%
Holding current value
$2.29 Million
Previous $2.28 Million
0.09%
% of portfolio
0.52%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
552Shares Held
219MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio